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NewEdge Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

NewEdge Advisors’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6
Closed -$152 – 4265
2025
Q4 		$152 Hold
6
– – ﹤0.01% 4146
2025
Q3 		$150 Hold
6
– – ﹤0.01% 4021
2025
Q2 		$148 Buy
+6
New +$145 ﹤0.01% 3892
2024
Q2 		– Sell
-78
Closed -$1.9K – 3893
2024
Q1 		$1.9K Buy
+78
New +$1.9K ﹤0.01% 3385

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors's IBTO Position: Q1 2026 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2026, closing a stake of 6 shares — an estimated $152 sold.

NewEdge Advisors first reported a position in IBTO in Q1 2024 and held it in 4 quarters. The position peaked at $1.9K in Q1 2024. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 6 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $152.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2024 and held it in 4 quarters.
  • NewEdge Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $1.9K in Q1 2024.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.